Manage every bid project from one workspace.
January 12, 2026
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3 minutes
Overview
If you cannot see your pipeline clearly, you cannot run it well.
In this Stotles University lesson, you’ll learn how to manage every bid opportunity in one workspace using Stotles: from a quick pipeline snapshot on the homepage to a detailed view of each opportunity’s stage, research notes, bid or no bid report, and written responses.
Lucy walks through how bid managers and coordinators can track what’s in flight, what needs a decision, and what has been submitted, then send opportunities into your CRM in one click.
By the end, you’ll have a simple, repeatable way to keep bid progress visible, organised, and easy to action across your team.
Key takeaways
More in this series
Video coming soon
Size your total addressable market.
Video coming soon
Pre-engage upcoming contracts before procurement.
Video coming soon
Get a view of open opportunities in one place.
Video coming soon
Define the right territories and target accounts.
Video coming soon
Qualify which accounts to focus on.
Video coming soon
See only the most relevant opportunities
Video coming soon
Find the right frameworks to join.
Video coming soon
Engage the right decision makers effectively.
Video coming soon
Organise opportunities effectively as a team
Video coming soon
Build the right channel partnerships.